（文章来源：国际金融报） 近日，广汽集团副总经理陈家才在接受采访时表示，目前，广汽已累计布局86个海外市场，去年开拓了 16个海外新市场，包括巴西、澳洲等，整体销量达13万台，增速达47%，跑赢大市。 据陈家才透露，内部给2026年设定目标是"保25万台，挑战30万台"。"我认为实现这一目标的可能性非 常高，因为我们在市场、产品以及海外子公司等各方面均已准备就绪。预计从今年第二季度开始，尤其 是五六月份，销量将呈现较大的爬升状态。" ...

融资方面，广汽集团当日融资买入1510.56万元。当前融资余额25.49亿元，占流通市值的4.40%，融资 余额超过近一年50%分位水平，处于较高位。 分红方面，广汽集团A股上市后累计派现256.39亿元。近三年，累计派现39.74亿元。 机构持仓方面，截止2025年9月30日，广汽集团十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股7222.61万股，相比上期减少4785.95万股。华泰柏瑞沪深300ETF（510300）位居第九大流 通股东，持股3775.86万股，相比上期减少195.38万股。易方达沪深300ETF（510310）位居第十大流通 股东，持股2726.19万股，相比上期减少86.48万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 融券方面，广汽集团2月3日融券偿还4300.00股，融券卖出4.60万股，按当日收盘价计算，卖出金额 36.11万元；融券余量35.74万股，融券余额280.56万元 ...

Core Viewpoint - The article discusses innovative marketing strategies adopted by automotive companies during the winter sales season in January 2026, highlighting how they engage consumers through unique experiences and cross-industry collaborations [3][4]. Group 1: Winter Marketing Strategies - January is a critical month for car companies, often referred to as the winter testing season, where numerous companies gather in regions like Inner Mongolia for vehicle testing [5]. - Traditional testing methods are becoming less effective in attracting attention, leading companies to create engaging winter experiences, such as Great Wall Motors' collaboration with Harbin Tourism Bureau for the "Harbin Ice and Snow Happy Week" [8][10]. - The "Long Spring First Ice Pot," a giant ice structure in Changchun, has become a popular destination, attracting over 1,000 vehicles for ice drifting experiences since its opening on January 10, 2026 [10][12]. Group 2: Cross-Industry Collaborations - Cross-industry marketing remains a popular strategy, with companies like Wangwang and Dong Mingzhu engaging in partnerships to attract consumer attention [15][20]. - Notable interactions include a humorous exchange between GAC Group's chairman and Gree Electric's chairman, which, despite being misinterpreted, enhanced the collaboration's visibility [22]. - BMW's playful marketing campaign during the New Year featured various humorous themes, effectively combining cultural elements with brand promotion [23][25]. Group 3: Community Engagement Initiatives - Xiaopeng Motors launched a "1000 Mobile Charging Stations" initiative, providing charging cables to 1,000 car owners, addressing the real needs of consumers during the Spring Festival [29][30]. - This initiative not only alleviates charging anxiety but also fosters a sense of community among car owners, enhancing brand warmth and consumer pride [33]. Group 4: Cultural and Brand Positioning - Volvo's innovative marketing approach involved a real-life simulation of a racing game, effectively engaging consumers by mimicking gaming experiences [34][37]. - GAC Aion capitalized on local cultural phenomena by creating a music video related to a trending song, thereby connecting emotionally with the audience [38][41]. - NIO's collaboration with the talk show "Thirteen Invitations" reflects a commitment to deeper values and long-term engagement rather than superficial marketing [42][45]. Group 5: Year-End Reflections and Celebrations - The automotive industry has seen a surge in year-end celebrations, with companies like Chasing and Mercedes-Benz using these events to enhance brand image and consumer engagement [49][51]. - The collective celebration of Mercedes-Benz's 140th anniversary showcased the industry's youthful spirit and creativity, with various brands participating in playful marketing campaigns [51].

郑衡自去年12月因个人身体原因辞去广汽集团副总经理职务后，其原负责的业务逐步交接。郑衡在广汽体系内深耕多年，曾主导广汽丰田、广汽本田等核 心合资企业的营销与管理工作，其离职一度引发行业关注。而接任者黄永强同样为广汽资深高管，拥有丰富的整车企业运营经验，曾历任广汽菲克、广汽 丰田、广汽乘用车等重要职务，去年11月刚晋升为集团副总经理。 （来源：品牌与商业） 近日，广汽集团旗下新能源商用车业务板块迎来重要人事调整。广汽领程新能源商用车有限公司（简称"广汽领程"）发生工商变更，原董事长、法定代表 人郑衡卸任，由广汽集团副总经理黄永强接任。此次调整被视为广汽强化商用车业务战略布局的关键一步。 （来源：品牌与商业） 近日，广汽集团旗下新能源商用车业务板块迎来重要人事调整。广汽领程新能源商用车有限公司（简称"广汽领程"）发生工商变更，原董事长、法定代表 人郑衡卸任，由广汽集团副总经理黄永强接任。此次调整被视为广汽强化商用车业务战略布局的关键一步。 郑衡自去年12月因个人身体原因辞去广汽集团副总经理职务后，其原负责的业务逐步交接。郑衡在广汽体系内深耕多年，曾主导广汽丰田、广汽本田等核 心合资企业的营销与管理工作，其离职一度 ...

进入2026年1月后，新能源汽车购置税开始减半征收，车企购 置税兜底政策也随之结束。另外，1月各地具体的购车补贴细 则尚未全部出台，导致消费者存在观望情绪，影响了车市终端 销售情况。 作者：王帅国 封图：图虫创意 2月1日，各家车企相继发布了1月销量。从整体上看，汽车行业实现2026年"开门红"，大多数车 企1月销量同比取得正增长，但这一同比增长是由于2025年春节在1月，去年同期的新车销售基数 较低。 环比数据上，大多数车企1月销量下滑明显，主要原因在于2025年12月新能源汽车还享受购置税 全额减免政策，同时车企为年底冲量，在12月出台了许多其他优惠政策。进入2026年1月后，新 能源汽车购置税开始减半征收，车企购置税兜底政策也随之结束。另外，1月各地具体的购车补贴 细则尚未全部出台，导致消费者存在观望情绪，影响了车市终端销售情况。 广汽集团1月销量为11.66万辆，同比增长18.47%，环比下滑37.79%。其中自主品牌销量超4.9 万辆，同比增长87.58%；海外销量同比增长68.59%。分品牌来看，昊铂+埃安销量2.16万辆， 同比大增171.63%；传祺品牌销量2.77万辆，同比增长51.06%； ...

Industry Information - By 2028, Yunnan aims for its non-ferrous metal industry output to exceed 600 billion yuan, with new energy battery and phosphorus industries becoming new trillion-level industries [13] - As of January 2025, the number of new energy vehicles in China reached 43.97 million, accounting for 12.01% of total vehicles, with pure electric vehicles making up 68.74% of new energy vehicles [7] - Global production of lithium manganese phosphate is expected to reach 70,000 tons by 2026, up from 28,500 tons last year, reflecting a growth of 206.5% [8] - The global sales of pure electric vehicles are projected to exceed 12.1 million units by 2025, with BYD expected to surpass Tesla in sales [10] - The total number of electric vehicle charging facilities in China reached 20.09 million by the end of 2025, marking a 49.7% year-on-year increase [18] Policy Information - The Ministry of Transport announced that over 10,000 charging guns will be added in service areas in 2026, enhancing the convenience of charging for new energy vehicles [15] - A new mandatory national standard for automotive steering systems will be implemented starting July 1, 2026, which will clarify safety boundaries for new technologies [24] - Jiangsu Nanjing has launched a plan to build smart energy application scenarios, focusing on energy integration and digital transformation [25] Company Information - Li Auto's MEGA has achieved 30,000 deliveries [39] - Xiaopeng Motors has launched 1,000 mobile charging stations to assist with vehicle-to-vehicle charging during the Spring Festival [40] - NIO has opened its first national dealership in Hungary, marking a significant milestone in its European expansion [41] - BYD has signed an agreement to build an electric vehicle battery factory in Vietnam with a total investment of 130 million USD [41]

处于转型阵痛期的广州汽车集团股份有限公司（下称"广汽集团"）交出近20年中首个全年亏损报表。 2026年1月30日，广汽集团发布2025年度业绩预告，预计全年归属于母公司所有者的净利润为-80亿元至-90亿元，同比由盈转亏，这也是其自2006年以来近 20年首次出现年度亏损。 转型代价 同时，广汽集团2025年扣除非经常性损益后的净利润亏损幅度更大，预计为-89亿元至-99亿元，而2024年同期扣非净利润亏损为43.51亿元，亏损规模同比显 著扩大。 孙婉秋 摄 回溯业绩变动原因，既受行业环境影响，也与公司主动调整相关。 2025年，中国汽车市场处于电动化与智能化转型的关键重构期，燃油车与新能源车市场份额此消彼长，价格战从传统燃油车蔓延至新能源领域，40余家中国 车企在海内外市场的"内卷"加剧，挤压了整体盈利空间。 广汽集团在公告中提到，为应对市场变化，广汽集团2025年加大了销售投入，尤其是在自主品牌新能源车型的推广上；同时，受自主品牌新能源产品结构调 整影响，公司对无形资产和存货的资产减值计提较上年同期增加，进一步侵蚀利润。 此外，旗下广汽丰田、广汽本田等合营企业加快新能源转型，对产线进行调整优化，导致广 ...

Core Insights - January saw a significant reshuffling in the domestic automotive market, with new energy vehicle (NEV) purchase tax reinstatement and demand being pulled forward due to promotions leading to changes in rankings among new players [1] - New energy vehicle companies showed a clear divergence in January sales, with Zeekr, NIO, and Xiaomi Auto experiencing over 90% year-on-year growth, while Li Auto and Xpeng faced declines [1][2] Sales Performance - Hommage Zhixing delivered 57,900 vehicles in January, with the AITO brand contributing 40,000 units, accounting for 69.1% of total deliveries [2] - Xiaomi Auto delivered over 39,000 vehicles, marking a 95% year-on-year increase, despite a 22% month-on-month decline [2] - Leap Motor's January deliveries reached 32,100 units, with plans to hit a sales target of 1 million vehicles in 2026 [2] - Li Auto's deliveries were 27,700 units, entering a self-adjustment phase due to supply chain issues affecting production [3] - NIO delivered 27,200 vehicles, with a significant year-on-year increase of 163% driven by the new ES8 model [3] - Xpeng delivered approximately 20,000 vehicles, focusing on new product launches for 2026 [4] Traditional Automakers - Geely topped the sales chart in January with 270,200 units sold, a 1.29% year-on-year increase and a 14.08% month-on-month increase, driven by the Zeekr brand [5][6] - BYD's sales fell to 210,100 units, a 30.11% year-on-year decline, primarily due to weak domestic demand [6] - GAC Group reported sales of 116,600 units, an 18.47% year-on-year increase, although it faced a 37.81% month-on-month decline [7][8] - Chery Group's total sales were 190,000 units, down 10.7% year-on-year, with only the Chery brand showing growth [8] - Great Wall Motors sold 90,300 vehicles, an 11.60% year-on-year increase, with a notable 30% growth in NEV sales [9]

Group 1 - The passenger car sector increased by 1.12% on February 3, with Seres leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the passenger car sector showed varied performance, with Seres and Haima Auto both rising by 2.82% [1] Group 2 - The net outflow of main funds in the passenger car sector was 117 million yuan, while retail investors saw a net inflow of 314 million yuan [1] - Detailed fund flow data indicated that Seres had a main fund net inflow of 172 million yuan, but retail investors had a net outflow of 85 million yuan [2] - BYD experienced a significant net outflow of 379 million yuan from main funds, despite a retail net inflow of 386 million yuan [2]

Core Viewpoint - The automotive market in January 2026 showed a slight year-on-year increase but a significant month-on-month decline, primarily due to policy changes and demand exhaustion, with exports becoming a crucial growth driver for companies [1][22]. Group 1: Market Performance - The overall automotive market experienced a year-on-year increase but a month-on-month decline, with some companies facing drastic reductions in sales [1]. - The core reasons for the market's sluggish start include the reduction of the new energy vehicle purchase tax and a mismatch in demand due to the timing of the Spring Festival [1]. - Exports have emerged as a vital growth area for automotive companies, helping to offset domestic market fluctuations [1][6]. Group 2: Company Sales Data - BYD sold 210,100 vehicles in January, a year-on-year decline of 30.11% and a month-on-month decline of 50.04%, heavily impacted by the new energy vehicle tax policy [3][5]. - Geely's sales reached 270,200 units, showing a year-on-year increase of 1.29% and a month-on-month increase of 14.08%, with significant export growth [5][6]. - SAIC Group reported sales of 327,000 units, a year-on-year increase of 23.9%, with a notable increase in overseas sales [8]. Group 3: New Energy Vehicle Trends - The new energy vehicle market is facing challenges due to policy changes, leading to a cautious consumer sentiment [1][3]. - Companies are increasingly relying on exports to sustain growth in the new energy vehicle segment, as domestic competition intensifies [6][22]. Group 4: Competitive Strategies - Companies are engaging in aggressive promotional strategies, including long-term financing options and price reductions, to stimulate sales amid a cooling market [15][17]. - The automotive industry is shifting towards a more competitive landscape, focusing on comprehensive service offerings beyond just product pricing [17][22]. - Traditional luxury brands are facing pressure from the rise of domestic electric vehicle manufacturers, leading to significant price reductions to maintain market share [20][22].